+30.3%
SCHD vs XLU
+4.9%
+25.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -0.3% | +0.8% | -1.1% | -0.5% |
| 30D | +3.4% | -1.3% | +4.8% | +3.8% |
| 3M | +7.6% | -1.3% | +9.0% | +8.0% |
| 6M | +12.2% | -7.6% | +19.8% | +14.1% |
| YTD | +29.0% | +2.3% | +26.7% | +28.4% |
| 1Y | +30.3% | +5.8% | +24.5% | +28.1% |
| All | +30.3% | +4.9% | +25.4% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XLU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling